Your estate plan isn’t “set it and forget it.” Life changes, your assets change, and so does the law.
Now, for just $950, founder and CEO of Personal Family Lawyer, Ali Katz, will review your existing estate planning legal documents — wills, trusts, powers of attorney, and health directives — to identify hidden gaps, outdated provisions, or missed opportunities that could leave you or the people you leave unprotected or at risk.
Your estate plan may have been perfect when you signed it.
Or it may have been missing critical pieces.
On top of that, laws change. Families evolve. Assets shift.
That’s why the 50-Point Review exists — to ensure you know exactly what your estate planning legal documents cover, and where there are holes you need to fill before it’s too late.
A review today could save the people you love confusion, conflict, and court later.
Your estate plan isn’t “set it and forget it.” Life changes, your assets change, and so does the law.
Now, for just $1500, founder and CEO of Personal Family Lawyer, Ali Katz, will review your existing estate planning legal documents — wills, trusts, powers of attorney, and health directives — to identify hidden gaps, outdated provisions, or missed opportunities that could leave you or the people you leave unprotected or at risk.
Your estate plan may have been perfect when you signed it.
Or it may have been missing critical pieces.
On top of that, laws change. Families evolve. Assets shift.
That’s why the 50-Point Review exists — to ensure you know exactly what your estate planning legal documents cover, and where there are holes you need to fill before it’s too late.
A review today could save the people you love confusion, conflict, and court later.
If You Have Minor Children or Children with Special Needs: Are guardians named, empowered, and prepared to care for your children?
Will & Trusts: Are your assets properly titled to avoid probate and unnecessary taxes?
Powers of Attorney & Health Directives: Are your agents correctly named and legally authorized?
Trust Provisions: Are your inheritance protections, incapacity plans, and tax-saving strategies comprehensive?
Legacy & Access: Is your plan stored securely, accessible, and up to date?
If You Have Minor Children or Children with Special Needs: Are guardians named, empowered, and prepared to care for your children?
Will & Trusts: Are your assets properly titled to avoid probate and unnecessary taxes?
Powers of Attorney & Health Directives: Are your agents correctly named and legally authorized?
Trust Provisions: Are your inheritance protections, incapacity plans, and tax-saving strategies comprehensive?
Legacy & Access: Is your plan stored securely, accessible, and up to date?
A detailed written analysis of your current plan
Ali’s expert recommendations tailored to your goals
Peace of mind knowing your loved ones and your legacy are fully protected. And,if you identify changes you’d like to make to your plan after your review is complete, you can then schedule a Life & Legacy Planning Session with a Personal Family Lawyer and receive your Planning Session at no charge + $250 credit toward your comprehensive estate plan
Ready to Get Started with a Review of Your Existing Estate Planning Legal Documents? If so, sign up for your 50-Point Estate Plan Review with Ali Katz today.
Don’t wait until it’s too late to discover what your plan may have missed.
You’ll complete a Life & Legacy Inventory & Assessment so we can identify what you have, who you care about, and what matters to you most;
You’ll upload details around title to your assets as well as your existing estate planning documents to an online portal, which has bank level security, so no need to worry about security issues.
Once you’ve uploaded your inventory and your existing estate planning documents, Ali Katz will take approximately 15-30 days to conduct your review, depending on the number of reviews in queue. All reviews are conducted first come, first served.
A detailed written analysis of your current plan
Ali’s expert recommendations tailored to your goals
Peace of mind knowing your loved ones and your legacy are fully protected. If you identify changes you’d like to make to your plan after your review is complete, you can then schedule a Life & Legacy Planning Session with a Personal Family Lawyer and receive your Planning Session at no charge + $250 credit toward your comprehensive estate plan
Ready to Get Started with a Review of Your Existing Estate Planning Legal Documents? If so, sign up for your 50-Point Estate Plan Review with Ali Katz today.
Don’t wait until it’s too late to discover what your plan may have missed.
You’ll complete a Life & Legacy Inventory & Assessment so we can identify what you have, who you care about, and what matters to you most;
You’ll upload details around title to your assets as well as your existing estate planning documents to an online portal, which has bank level security, so no need to worry about security issues.
Once you’ve uploaded your inventory and your existing estate planning documents, Ali Katz will take approximately 15-30 days to conduct your review, depending on the number of reviews in queue. All reviews are conducted first come, first served.
1. Pay For Your Review : Immediately upon payment, you'll receive a link to your own private review portal where you can safely upload your estate plan legal documents and asset inventory.
2. Complete Your Life & Legacy Inventory and Assessment : Identify what you have, who you care about, and what matters most.
3. Upload Your Documents Securely : You’ll upload documentation related to the title of your assets and existing legal planning documents via our bank-level secure online portal.
4. Receive Your Personalized Review : Reviews are conducted first come, first served (approx. 15–30 days). You’ll receive expert analysis directly from founder and CEO of Personal Family Lawyer, Ali Katz.
1. Pay For Your Review : Immediately upon payment, you'll receive a link to your own private review portal where you can safely upload your estate plan legal documents and asset inventory.
2. Complete Your Life & Legacy Inventory and Assessment : Identify what you have, who you care about, and what matters most.
3. Upload Your Documents Securely : You’ll upload documentation related to the title of your assets and existing legal planning documents via our bank-level secure online portal.
4. Receive Your Personalized Review : Reviews are conducted first come, first served (approx. 15–30 days). You’ll receive expert analysis directly from founder and CEO of Personal Family Lawyer, Ali Katz.
Your Security & Privacy Comes First
All documentation you upload will be handled securely through our SOC2 bank level encrypted security systems.
Even though that’s the case, please do not include Social Security Numbers or financial account details.
Your submission does not create an attorney-client relationship unless you choose to engage a Personal Family Lawyer® for legal services after the review.
Your Security & Privacy Comes First
All documentation you upload will be handled securely through our SOC2 bank level encrypted security systems.
Even though that’s the case, please do not include Social Security Numbers or financial account details.
Your submission does not create an attorney-client relationship unless you choose to engage a Personal Family Lawyer® for legal services after the review.
1. Pay For Your Review : Immediately upon payment, you'll receive a link to your own private review portal where you can safely upload your estate plan legal documents and asset inventory.
2. Complete Your Life & Legacy Inventory and Assessment : Identify what you have, who you care about, and what matters most.
3. Upload Your Documents Securely : You’ll upload documentation related to the title of your assets and existing legal planning documents via our bank-level secure online portal.
4. Receive Your Personalized Review : Reviews are conducted first come, first served (approx. 15–30 days). You’ll receive expert analysis directly from founder and CEO of Personal Family Lawyer, Ali Katz.
1. Pay For Your Review : Immediately upon payment, you'll receive a link to your own private review portal where you can safely upload your estate plan legal documents and asset inventory.
2. Complete Your Life & Legacy Inventory and Assessment : Identify what you have, who you care about, and what matters most.
3. Upload Your Documents Securely : You’ll upload documentation related to the title of your assets and existing legal planning documents via our bank-level secure online portal.
4. Receive Your Personalized Review : Reviews are conducted first come, first served (approx. 15–30 days). You’ll receive expert analysis directly from founder and CEO of Personal Family Lawyer, Ali Katz.
Your Security & Privacy Comes First
All documentation you upload will be handled securely through our SOC2 bank level encrypted security systems.
Even though that’s the case, please do not include Social Security Numbers or financial account details.
Your submission does not create an attorney-client relationship unless you choose to engage a Personal Family Lawyer® for legal services after the review.
Your Security & Privacy Comes First
All documentation you upload will be handled securely through our SOC2 bank level encrypted security systems.
Even though that’s the case, please do not include Social Security Numbers or financial account details.
Your submission does not create an attorney-client relationship unless you choose to engage a Personal Family Lawyer® for legal services after the review.